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For Companies At a Glance
- Tasks: Support advisers by preparing client documentation and managing onboarding processes.
- Company: Join a prestigious wealth management firm in London focused on growth and collaboration.
- Benefits: Enjoy hybrid working, competitive salary, annual bonuses, and generous holiday allowance.
- Why this job: Make a real impact in financial planning while developing your career in a supportive environment.
- Qualifications: 2-3 years in financial services; strong report writing and attention to detail required.
- Other info: Opportunity for permanent position and professional development in a dynamic team.
The predicted salary is between 25200 - 42000 £ per year.
An exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm. Based in London, this role supports a close-knit team of advisers and offers the potential to transition into a permanent position. This is a great opportunity for someone with a passion for high-quality financial planning and client service to join a supportive and professional environment that values growth and collaboration.
Key Responsibilities:
- Prepare Statements of Suitability (SOS) following client meetings and ensure timely completion of review documentation.
- Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches, and withdrawals.
- Assist in client onboarding and new business processing using CRM systems (Xplan).
- Maintain accurate and compliant advice files and ensure the highest standards of documentation and service.
- Act as a point of contact for clients, providing updates and handling queries.
- Support with data management, adviser pipeline, and post-meeting tasks.
- Contribute to operational improvements and process enhancements across systems like Xplan.
What We’re Looking For:
- 2-3 years of experience within financial services, ideally in paraplanning or adviser support.
- Strong report writing and excellent attention to detail.
- A solid understanding of pensions, investments, and financial planning products.
- Organised, proactive, and capable of managing multiple tasks in a fast-paced environment.
- Comfortable using Microsoft Office and CRM systems (experience with Xplan is highly desirable).
- Industry qualifications (e.g. CII Level 4 Diploma in Financial Planning) are desirable but not essential.
Package & Benefits:
- Competitive salary up to £42,000
- Annual bonus scheme
- Hybrid working setup (3 days in the office)
- Private healthcare, income protection, and life assurance
- Generous pension contribution (6% ER or 8% ER / 2% EE)
- 27 days holiday + bank holidays
- Supportive working culture with opportunities for professional development
If you’re looking to join a progressive firm where you can make a tangible impact and further your paraplanning career, we’d love to hear from you.
Junior Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Familiarise yourself with the specific tools and systems mentioned in the job description, particularly Xplan. If you haven't used it before, consider taking an online course or watching tutorials to get a head start.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in paraplanning or adviser support roles. Attend industry events or join relevant online forums to make connections that could lead to referrals.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your potential value to the team.
✨Tip Number 4
Prepare to discuss your experience with report writing and client interactions during the interview. Think of specific examples where you've demonstrated attention to detail and how you've managed multiple tasks effectively.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any paraplanning or adviser support roles. Emphasise your report writing skills and attention to detail, as these are crucial for the Junior Paraplanner position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and client service. Mention specific experiences that demonstrate your ability to prepare Statements of Suitability and manage multiple tasks effectively.
Highlight Relevant Skills: In your application, clearly outline your familiarity with CRM systems, especially Xplan, and your understanding of pensions and investments. This will show that you have the necessary skills to excel in the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to eliminate any errors. A polished application reflects your attention to detail, which is essential for a Junior Paraplanner.
How to prepare for a job interview at mbf
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of pensions, investments, and financial planning products. Being able to discuss these topics confidently will demonstrate your suitability for the Junior Paraplanner role.
✨Prepare for Report Writing Questions
Since strong report writing is crucial for this position, be ready to discuss your experience in creating Statements of Suitability and other documentation. You might even want to bring examples of your work to showcase your attention to detail.
✨Familiarise Yourself with CRM Systems
As the role involves using CRM systems like Xplan, it’s beneficial to have a basic understanding of how these systems work. If you have experience with Xplan, be prepared to discuss it; if not, do some research to show your willingness to learn.
✨Demonstrate Your Organisational Skills
The ability to manage multiple tasks in a fast-paced environment is key. Think of examples from your past experiences where you successfully juggled various responsibilities and be ready to share them during the interview.
